THE 360 NEWSLETTER

Investia 2022 Tax Guidelines

Reminder – Account Status in Univeris

Client Portal Starter’s Guide

Technical Difficulties – Notifications

KYP Tool Enhancement – High Net Worth (HNW) Update

NCAF and KYC Update Form and Common Compliance Inquiries

Reminder – Investia Investor Profile Questionnaire

Phone Greeting Language Based on the Province

Exploring Your Client’s Life Insurance Options (PPI)

iA Clarington PM Webcast with Wellington Square

iA Wealth 2022 Recommended Funds List